Report Views

A report view is a Structured Query Language (SQL) query which queries tables within your Upland Qvidian database each time a report is run. When editing or adding a report view, you should work with someone in your organization who is familiar with Standard Query Language (SQL) statements.

Upland Qvidian includes some standard report views developed on customer input as to their most popular reports. These standard views report on the following types of information stored in Upland Qvidian:

• Library Content
• User Activity
• Project Activity

Views within Upland Qvidian are stored as SQL select statements. The basic SQL select statement reads as follows:

SELECT "column_name" FROM "table_name" [WHERE "condition"] ORDER BY "column_name" [ASC, DESC]

An example SQL statement for the Upland Qvidian database is:

SELECT UserID, LoginName, FirstName, MiddleName, LastName, Email, LastActivity, FailedPasswordAttemptCount, FailedPasswordAttemptWindow, IsLockedOut, LastLockedOutDate, LastPasswordChange FROM Users

Caution: The online help does not cover how to write SQL statements; for assistance please contact your Database Administrator or the Upland Qvidian Support Team.

Permissioned Views

Many standard views have the word “permissioned” in parentheses following the name of the view. When a user runs this type of report, the system will only search for information in the Upland Qvidian database that the user has permission to view.

View Parameters

Some standard views have the word “requires…” in parentheses following the name of the view. To run this type of report, the user must enter required parameters for the search. Common parameters include date ranges, the name of a user, the name of a document type, or the name of a project.

Add a new report view

1. Go to Administration > Application Data > Report Views, and then click Create View.
2. Enter a Report View Name.
3. Enter the SQL statement.
4. Click Create or Cancel to close without saving changes.

Edit report view properties

1. Go to Administration > Application Data > Report Views.
2. Use one of the following methods: 
   • Hover over the report view you would like to edit and click the Edit icon. The "Edit Report View" page displays.
   • Select the checkbox of the desired report view and click the Edit icon at the top of the grid. The "Edit Report View" page displays.
   • Double-click the row of the desired report view. The "Edit Report View" page displays.
3. Edit the information as desired. See Add a new report view for more information.

Duplicate a report view

Use one of the following methods to duplicate a report view: 

• Hover over the report view you would like to duplicate, click the More Options menu, and select Duplicate. The "Duplicate Report View" page displays.
• Select the checkbox of the report view you would like to duplicate, click the More Options menu at the top of the page, and select Duplicate. The "Duplicate Report View" page displays.

Assign or unassign users to report views

You can assign one more users to one or more report views. These users will be owners of the view.

1. Use one of the following methods to select the report views to which you will be adding/removing users: 
   • To assign/remove users to/from a single report view: Hover over the desired announcement and click the Assign icon. The "Assign Users" page will display.
   • To assign/remove users to/from multiple report views: Select the desired announcement checkboxes and click and click the Assign icon at the top of the page. The "Assign Users" page will display.
   • To assign/remove users to/from all report views: Select the checkbox at the top of the grid column and click the Assign icon at the top of the page. The "Assign Users" page will display.
2. To assign users to a report view: select the Enabled checkbox next to each desired user or select the Enable All option from the More Options menu to assign all users.
3. To remove assigned users from a report view: reselect the Enabled checkbox next to each user you would like to remove or select the Disable All option from the More Options menu to remove all users.

Tip: You can select multiple users by holding the Ctrl key while selecting users, or select a block by selecting one user, holding the Shift key and selecting another.

4. To filter users, hover over the column header and click the Filter icon. The "Filter" dialog will appear. Set the filter parameters and click Apply:
   • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
   • True/False Columns: Select either the Is True or Is False radio button.
   • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
   • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.

   Tip: To clear the filter, click the Clear Filter icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

5. To sort columns chronologically or alphabetically, click the column header name. Click the name again to switch from ascending to descending order.
6. To search for a user, enter text into the search box at the top right of the grid, and click the Search icon or Enter.
7. Use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages of records in the grid. Use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.
8. You can show, hide, and order columns to display on the grid:
   • Click the Customize Columns icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
   • To filter the column list, enter text into the search box.
   • Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options menu to enable all the columns and use the Left and Right icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.

   Note: Administrators can display the following columns in the Users grid: Locked Out, Last Name, First Name, Login Name, User ID, Partner Name, PA, PS, Last Activity, Salutation, MI, Title, Address 1, Address 2, City, State, Zip, Country, Phone, Fax, Email, Manager Name, Manager Email, Last Password Change, Next Password Change, Password Reset, Date Created, Region/Business Unit.

   • To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up and Down icons to order the columns.
   • Click Restore Default to return to the default settings.
   • Click Save to save the changes and close the dialog box or Cancel to close without saving changes.
9. Click Assign or Cancel to close without saving changes.

Export to Microsoft Excel

• To export a Microsoft Excel report on a single report view: hover over the desired report view and click the Export icon. The file will automatically begin downloading.
• To export a Microsoft Excel report on multiple report views: select the checkboxes of the desired users and click the Export icon. The file will automatically begin downloading.
• To export a Microsoft Excel report on all report views: simply click the Export icon without selecting any checkboxes. The file will automatically begin downloading.

Delete report view

• To delete a single report view: Hover over the desired report view, click the More Options menu, and select Delete.
• To delete multiple report views: Select the desired report view checkboxes, click the More Options menu at the top of the page, and select Delete.
• To delete all report views: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Delete.